Trueblood Wealth Management, LLC Capital Group Divid Value ETF Transaction History
Trueblood Wealth Management, LLC
- $199 Billion
- Q3 2024
A detailed history of Trueblood Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 16,401 shares of CGDV stock, worth $596,340. This represents 0.3% of its overall portfolio holdings.
Number of Shares
16,401
Previous 11,483
42.83%
Holding current value
$596,340
Previous $379 Million
57.72%
% of portfolio
0.3%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding CGDV
# of Institutions
390Shares Held
225MCall Options Held
0Put Options Held
6.01K-
Capital International Investors Los Angeles, CA23.3MShares$847 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.2MShares$588 Million0.27% of portfolio
-
Advance Capital Management, Inc. Southfield, MI10.8MShares$392 Million23.28% of portfolio
-
Northwestern Mutual Wealth Management CO10.6MShares$384 Million0.34% of portfolio
-
Envestnet Asset Management Inc9.8MShares$356 Million0.12% of portfolio